Deactivating Lost Membership Cards

Hi Camila! I'm including one possible solution for this questions using Pricing Rule Messages below:

You could use a Pricing Rule message to trigger a pop up for your Box Office employee if a customer number is loaded that exists on a specific list. 

So this would look something like:

1. Create a CSI type for "Lost Membership Card" - this can be added to Individuals to report losing their Card
2. Create a dynamic list of anyone who has this CSI Type
3. Schedule the "Generate a List" utility to keep this up to date for the following step
4. Create a Message Only Pricing Rule 
   1. Set this to be valid for all Products (or at least anything that could get a Membership Discount)
   2. Set the Constituent Criteria to anyone who appears on the list from Step 2
   3. Set the Messaging Tab to display a message in the (orders window)
5. Add the Pricing Rule to a Pricing Rule Set that is associated with your Box Office MOS

This should allow you to enter a CSI when someone reports a lost or stolen Membership card and for the Box Office staff to get a popup message in the Orders Window as soon as they start processing a ticket for them - then they can ask for ID.

Alternatively, those using Access Control at the point where an ID would be shown, could use Access Control Patron Messages to do this on an Access Control device:

https://www.tessituranetwork.com/Help_System_v151h/Tessitura.htm#N-Scan_Application_Guide/Patron%20Messages.htm

Hi Camila! I'm including one possible solution for this questions using Pricing Rule Messages below:

You could use a Pricing Rule message to trigger a pop up for your Box Office employee if a customer number is loaded that exists on a specific list. 

So this would look something like:

1. Create a CSI type for "Lost Membership Card" - this can be added to Individuals to report losing their Card
2. Create a dynamic list of anyone who has this CSI Type
3. Schedule the "Generate a List" utility to keep this up to date for the following step
4. Create a Message Only Pricing Rule 
   1. Set this to be valid for all Products (or at least anything that could get a Membership Discount)
   2. Set the Constituent Criteria to anyone who appears on the list from Step 2
   3. Set the Messaging Tab to display a message in the (orders window)
5. Add the Pricing Rule to a Pricing Rule Set that is associated with your Box Office MOS

This should allow you to enter a CSI when someone reports a lost or stolen Membership card and for the Box Office staff to get a popup message in the Orders Window as soon as they start processing a ticket for them - then they can ask for ID.

Alternatively, those using Access Control at the point where an ID would be shown, could use Access Control Patron Messages to do this on an Access Control device:

https://www.tessituranetwork.com/Help_System_v151h/Tessitura.htm#N-Scan_Application_Guide/Patron%20Messages.htm